Meta Platforms’ (META) Buy Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reissued their buy rating on shares of Meta Platforms (NASDAQ:META) in a research report report published on Wednesday morning,Benzinga reports. Rosenblatt Securities currently has a $1,117.00 target price on the social networking company’s stock.

META has been the topic of several other reports. TD Cowen lifted their price target on shares of Meta Platforms from $810.00 to $820.00 and gave the company a “buy” rating in a report on Tuesday. Morgan Stanley cut their target price on shares of Meta Platforms from $820.00 to $750.00 and set an “overweight” rating on the stock in a research report on Thursday, December 11th. Cowen reaffirmed a “buy” rating on shares of Meta Platforms in a research note on Tuesday. KeyCorp lowered their price target on shares of Meta Platforms from $905.00 to $875.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. Finally, BNP Paribas assumed coverage on Meta Platforms in a research note on Monday, November 24th. They issued an “outperform” rating and a $800.00 price target for the company. Four investment analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $822.96.

Meta Platforms Price Performance

Meta Platforms stock opened at $620.25 on Wednesday. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98. Meta Platforms has a 52 week low of $479.80 and a 52 week high of $796.25. The stock has a market capitalization of $1.56 trillion, a P/E ratio of 27.40, a price-to-earnings-growth ratio of 1.23 and a beta of 1.29. The stock has a fifty day moving average of $641.02 and a 200-day moving average of $700.22.

Meta Platforms (NASDAQ:META) last released its quarterly earnings data on Wednesday, October 29th. The social networking company reported $7.25 earnings per share for the quarter, beating the consensus estimate of $6.74 by $0.51. The business had revenue of $51.24 billion for the quarter, compared to analyst estimates of $49.34 billion. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.Meta Platforms’s revenue was up 26.2% compared to the same quarter last year. During the same period last year, the firm posted $6.03 earnings per share. On average, sell-side analysts expect that Meta Platforms will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were given a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s payout ratio is 9.28%.

Insider Activity

In other Meta Platforms news, insider Jennifer Newstead sold 519 shares of the stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $658.69, for a total transaction of $341,860.11. Following the completion of the sale, the insider owned 28,658 shares of the company’s stock, valued at approximately $18,876,738.02. This represents a 1.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $646.00, for a total transaction of $374,680.00. Following the transaction, the director owned 6,167 shares of the company’s stock, valued at approximately $3,983,882. The trade was a 8.60% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 40,571 shares of company stock valued at $25,137,541. Company insiders own 13.61% of the company’s stock.

Institutional Investors Weigh In On Meta Platforms

Several large investors have recently modified their holdings of META. Brighton Jones LLC increased its holdings in Meta Platforms by 1.7% in the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after purchasing an additional 570 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Meta Platforms by 10.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd grew its position in shares of Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after buying an additional 112,000 shares during the period. First Hawaiian Bank increased its stake in shares of Meta Platforms by 2.6% in the 2nd quarter. First Hawaiian Bank now owns 1,394 shares of the social networking company’s stock valued at $1,029,000 after acquiring an additional 35 shares in the last quarter. Finally, PTM Wealth Management LLC increased its stake in shares of Meta Platforms by 7.6% in the 2nd quarter. PTM Wealth Management LLC now owns 425 shares of the social networking company’s stock valued at $305,000 after acquiring an additional 30 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Key Meta Platforms News

Here are the key news stories impacting Meta Platforms this week:

• Positive Sentiment: Deals that de‑risk Meta’s AI/data‑center power needs — Meta has signed prepayment/partnership agreements (e.g., Oklo) to secure long‑term baseload energy for its Prometheus supercluster and broader Meta Compute buildout, lowering a major execution risk for its massive data‑center plans. Oklo’s Meta Deal De-Risks the Story—Rebound Setup Emerging
• Positive Sentiment: BofA and other firms show constructive analyst interest — BofA reiterated/maintained a buy stance tied to Meta’s AI infra progress; Rosenblatt and some boutiques have also been positive recently, which can support sentiment if execution continues. BofA Securities Asserts Buy Stance
• Positive Sentiment: Hardware demand signal — reports say Meta is discussing doubling Ray‑Ban Meta glasses output, signaling potential early revenue diversification from AI wearables beyond advertising. Meta mulls doubling output of Ray‑Ban glasses
• Neutral Sentiment: Meta Compute initiative is long‑term strategic but capital intensive — the plan to build “tens/hundreds of gigawatts” of compute capacity underscores AI ambition (control and optionality) but raises timing and ROI questions for investors. Meta Compute: Inside Zuckerberg’s Massive Data Center Bet
• Neutral Sentiment: Wikipedia/API partnerships broaden AI training access — Meta joins others to formalize access to Wikipedia content for LLM training; strategic but not an immediate revenue driver. Wikipedia signs AI content training deals
• Neutral Sentiment: Near‑term catalyst: Q4/2025 earnings and 2026 guidance (scheduled Jan. 28) — results and explicit capex/FCF guidance will likely be the primary short‑term driver. Meta to Announce Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Reality Labs headcount cuts (~1,000–1,500 jobs) signal a pullback in metaverse investment — while lowering costs, the layoffs underscore a strategic pivot (and product risk) away from VR, which can unsettle investors focused on long‑term innovation stories. Meta Cuts Reality Labs Jobs
• Negative Sentiment: Capex and free‑cash‑flow pressure — analysts and articles highlight materially higher 2026 capex and declining LTM FCF, which has prompted some downgrades and valuation concerns; that pressure can weigh on the stock until FCF trends stabilize. Meta Compute: Capex/FCF analysis
• Negative Sentiment: Insider selling / high‑profile sales — recent disclosures show COO Javier Olivan has sold blocks of shares; combined with other negative headlines this can amplify short‑term selling pressure. SEC filing: Olivan sale
• Negative Sentiment: Analyst downgrades and valuation skepticism — some firms have trimmed targets or expressed caution about the funding intensity and timing of AI monetization, which keeps shares vulnerable to multiple compression. Analyst downgrade reports

Meta Platforms Company Profile

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.